Braun-Bostich & Associates Inc.

RIASEC Registered

Total AUM

$250M

Discretionary

$245M

98% of AUM

Avg account

$257K

Accounts

972

Employees

7

Advisory reps

4

Firm details

Headquarters: Canonsburg, Pennsylvania
CRD number: 288336
Registered since: May 15, 2017
Website: braun-bostich.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.4%
Individuals22.59%
Pension & Profit Sharing Plans1.99%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Braun-Bostich & Associates Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2017. The firm acts as a capital allocator for individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of third‑party advisers. The firm does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities94%
Cash & Cash Equivalents4%
US Government Bonds1%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

Cassandra Kirby
COOCRD 4449859

Contacts

3 of 3

Tammy Pompei
Client Service SpecialistCRD 6590708
Amy Braun-bostich
Founding PartnerCRD 1710451
Douglas Bostich
Financial PlanningCRD 2327303

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 95

Active vs passive

$180M in ETFs

Passive

69%

$125M

Active

19%

$54.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD S&P 500 ETF (VOO)	Vanguard	Passive	Large Blend	$11.7M	16,710	6.52%

Unlock additional holdings →

Primary office

Canonsburg, PA

Washington

Location

Canonsburg, PA

Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area: Pittsburgh-New Castle-Weirton, PA-OH-WV
Region: Northeast
County: Washington
Address: 1600 Ashwood Dr
Time zone: ET (UTC-5)
Office locations

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